Concurrent Investment Advisors, LLC

Position in DFP — Flaherty & Crumrine Dynamic Preferred & Income Fund Inc

CIK 2001015 Tampa, FL

Position in DFP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$633,514

+$26,016 QoQ

Shares Held

30,649

+1.3% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#32

of 85 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $117,251,303 across 129 Asset Management names. DFP ranks #40 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	129,219	$15,205,199
2	BLK	BlackRock, Inc.	8,770	$8,432,880
3	KKR	KKR & Co. Inc.	89,759	$8,238,080
4	APO	Apollo Global Management, Inc.	65,700	$7,772,966
5	CEF	Sprott Physical Gold & Silver Trust	132,379	$5,325,606
6	RJF	Raymond James Financial Inc	25,458	$3,870,379
7	OWL	Blue Owl Capital Inc.	374,828	$3,279,744
8	ARCC	Ares Capital Corp	155,429	$2,880,098

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,514	30,649	+1.3%	Shares	Sole	2026-07-27
2026-03-31	$607,498	30,269	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$628,356	30,224	-0.1%	Shares	Sole	2026-01-29
2025-09-30	$654,545	30,247	+11.8%	Shares	Sole	2025-10-27
2025-06-30	$555,582	27,062	+2.1%	Shares	Sole	2025-07-25
2025-03-31	$536,724	26,518	+45.3%	Shares	Sole	2025-04-29
2024-12-31	$363,905	18,250	+11.7%	Shares	Sole	2025-02-03
2024-09-30	$351,138	16,332	+6.0%	Shares	Sole	2024-10-30
2024-06-30	$295,891	15,411	+53.2%	Shares	Sole	2024-07-30
2024-03-31	$192,850	10,060	-14.1%	Shares	Sole	2024-05-07
2023-12-31	$207,976	11,717	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.